Sample code to get label and value for OptionSet in CRM


Hi,

Just sharing a sample code that retrieves optionset data from CRM and also sorts it. We are using it to bind drop down in one of our custom SharePoint Application Page.


/// <summary>
/// The get global option sets.
/// </summary>
/// <param name="config">
/// The config.
/// </param>
/// <param name="globalOptionSetName">
/// The _global option set name.
/// </param>
/// <returns>
/// The <see cref="List"/>.
/// </returns>
public static List<XrmOptionSet> GetGlobalOptionSets(IOrganizationService config, string globalOptionSetName)
{
using (
XrmServiceContext context = SDKHelper.GetXrmServiceContext(
config.OrganizationServiceUrl,
config.Credentials))
{
RetrieveOptionSetRequest retrieveOptionSetRequest = new RetrieveOptionSetRequest
{
Name =
globalOptionSetName
};

// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
(RetrieveOptionSetResponse)context.Execute(retrieveOptionSetRequest);

OptionSetMetadata retrievedOptionSetMetadata =
(OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;

OptionMetadata[] optionList = retrievedOptionSetMetadata.Options.ToArray();

List<XrmOptionSet> optionSetItems = new List<XrmOptionSet>();

// Add each item in OptionMetadata array to the ListItemCollection object.
foreach (OptionMetadata o in optionList)
{
XrmOptionSet xrmOptionSet = new XrmOptionSet();
xrmOptionSet.Label = o.Label.LocalizedLabels[0].Label;
xrmOptionSet.Value = o.Value.Value.ToString(CultureInfo.InvariantCulture);
optionSetItems.Add(xrmOptionSet);
}

optionSetItems.Sort(
delegate(XrmOptionSet thisItem, XrmOptionSet otherItem)
{
return thisItem.Label.CompareTo(otherItem.Label);
});

return optionSetItems;
}
}

/// <summary>
/// The get local option sets.
/// </summary>
/// <param name="config">
/// The config.
/// </param>
/// <param name="entityName">
/// The entity name.
/// </param>
/// <param name="optionSetAttributeName">
/// The option set attribute name.
/// </param>
/// <returns>
/// The <see cref="List"/>.
/// </returns>
public static List<XrmOptionSet> GetLocalOptionSets(
IOrganizationService config,
string entityName,
string optionSetAttributeName)
{
using (
XrmServiceContext context = SDKHelper.GetXrmServiceContext(
config.OrganizationServiceUrl,
config.Credentials))
{
// Create the Attribute Request.
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName =
entityName,
LogicalName =
optionSetAttributeName,
RetrieveAsIfPublished
= true
};

// Get the Response and MetaData. Then convert to Option MetaData Array.
RetrieveAttributeResponse retrieveAttributeResponse =
(RetrieveAttributeResponse)context.Execute(retrieveAttributeRequest);
PicklistAttributeMetadata retrievedPicklistAttributeMetadata =
(PicklistAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
OptionMetadata[] optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();

List<XrmOptionSet> optionSetItems = new List<XrmOptionSet>();

// Add each item in OptionMetadata array to the ListItemCollection object.
foreach (OptionMetadata o in optionList)
{
XrmOptionSet xrmOptionSet = new XrmOptionSet();
xrmOptionSet.Label = o.Label.LocalizedLabels[0].Label;
xrmOptionSet.Value = o.Value.Value.ToString(CultureInfo.InvariantCulture);
optionSetItems.Add(xrmOptionSet);
}

optionSetItems.Sort(
delegate(XrmOptionSet thisItem, XrmOptionSet otherItem)
{
return thisItem.Label.CompareTo(otherItem.Label);
});

return optionSetItems;
}
}
}

&nbsp;

 

Hope it helps.

Issue while using SDK.MetaData.js in Chrome in CRM 2013.


Recently was writing a jscript function to populate optionset value using SDK.MetaData.js helper class.

https://nishantrana.wordpress.com/2014/02/05/retrieve-optionset-label-using-sdk-metadata-rertrieveattribute-method-in-javascript-crm-2011/

It was working fine in IE, however I was getting error in Chrome.

It turned out the following condition was always evaluating as true

And as selectSingleNode is not supported in Chrome we were getting error.

Added the following condition fixed the issue

 

if (typeof(window.chrome) != ‘undefined’) {

 


var xpe = new XPathEvaluator();


var xPathNode = xpe.evaluate(xpathExpr, node, _NSResolver, XPathResult.FIRST_ORDERED_NODE_TYPE, null);


return (xPathNode != null) ? xPathNode.singleNodeValue : null;

 

}

 

Hope it helps..

attributeName error while using join in LINQ in CRM.


I recently wrote a LINQ using joins, all seemed fine, but was still getting the attributeName exception. Finally this post came to rescue.

http://www.develop1.net/public/post/e2809cValue-cannot-be-nullParameter-name-attributeNamee2809d-when-running-Linq-query-with-join.aspx

Hope it helps.

 

REVIEW: Microsoft Dynamics CRM 2013 Marketing Automation


Hi,

I was very happy to receive the eBook of Microsoft Dynamic CRM 2013 Marketing Automation (Packt Publishing by Alok Singh and Sandeep Chanda) for review few days back.

7227EN_cov

It a mini guide focusing on the Marketing Module of CRM 2013, with around 100 pages divided into 6 chapters. It starts by explaining the challenges faced in marketing and how CRM 2013 can address those challenges. It then explains in detail various feature available in Microsoft Dynamics CRM 2013 that can be leveraged to successful implement the marketing module.It also talks about two of the most popular third party marketplace solution available for marketing module of CRM i.e. ClickDimensions and CoreMotives.

The book is very informative and clearly explains everything that there is in Marketing Module of CRM 2013. The authors are expert and we can clearly see their authority in the subject.

It a must read guide for all the CRM professionals.

Grab your copy here

http://goo.gl/2Ze97E

Bye.

 

 

 

 

The request for security token could not be satisfied because authentication failed error in CRM while developing Visual Web Part in SharePoint 2013.


Hi,

We recently developed a Visual Web Part which was using OrganizationService to interact with CRM.

We were initially using Network Credentials for OrganizationService and were setting appropriate username, password and domain. Later we changed it to Default Credentials and set the AppPool identity of the SharePoint portal’s app pool to a CRM User with appropriate access. It was then we started getting this error.

The reason was SharePoint web configuration settings has Identity Impersonation set as true.

If impersonation is set as true, then IIS uses the ‘NT AUTHORITY\IUSR’ but if disabled IIS will run under whatever account been set in the identity pool.

So one way of fixing the issue was setting impersonation as false.

Hope it helps.


Fixed – The given key was not present in the dictionary error while using FormattedValues in LINQ in CRM 2013.


Hi,

I was getting the following exception while trying to get the text for an option set field named area of law in linq.

The query with joins


var authorization = (from a in
SDKHelper.XrmServiceContext.lss_AuthorizationSet 
join c in SDKHelper.XrmServiceContext.lss_contractSet on a.lss_ContractId.Id equals c.Id

join l in

SDKHelper.XrmServiceContext.lss_lawyerSet on c.lss_LawyerId.Id equals l.Id

where a.lss_AuthID == authorizationId

select
new
Authorization
{

AreaOfLawAndContractType = c.lss_Area_of_Law != null? c.FormattedValues[“lss_area_of_law”] : default(string)

}).FirstOrDefault();

return authorization;

 

The fix was instead of using FormattedValues collection of related entity in join, we need to use the FormattedValues collection of the primary entity.

 

var authorization = (from a in
SDKHelper.XrmServiceContext.lss_AuthorizationSet

join c in
SDKHelper.XrmServiceContext.lss_contractSet on a.lss_ContractId.Id equals c.Id

join l in
SDKHelper.XrmServiceContext.lss_lawyerSet on c.lss_LawyerId.Id equals l.Id

where a.lss_AuthID == authorizationId

select
new
Authorization

{

AreaOfLawAndContractType = c.lss_Area_of_Law != null? a.FormattedValues[“lss_area_of_law”] : default(string)

}).FirstOrDefault();


return authorization;

 

Hope it helps.